Financial Management Professionals’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Financial Management Professionals’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,258	Closed	-$937K	–	1038
2023 Q3	$937K	Buy	+20,258	New	+$949K	0.16%	49
2023 Q1	–	Sell	-637	Closed	-$30K	–	1126
2022 Q4	$30K	Sell	637 -19,470	-97%	-$906K	0.01%	299
2022 Q3	$927K	Buy	20,107 +938	+5%	+$44.3K	0.21%	41
2022 Q2	$906K	Sell	19,169 -4,900	-20%	-$230K	0.22%	44
2022 Q1	$1.14M	Buy	+24,069	New	+$1.16M	0.25%	41
2021 Q2	–	Sell	-23,991	Closed	-$1.19M	–	950
2021 Q1	$1.19M	Buy	23,991 +706	+3%	+$35.1K	0.32%	32
2020 Q4	$1.16M	Buy	23,285 +965	+4%	+$48.1K	0.33%	28
2020 Q3	$1.11M	Buy	22,320 +769	+4%	+$38.4K	0.4%	23
2020 Q2	$1.07M	Sell	21,551 -19,771	-48%	-$977K	0.37%	26
2020 Q1	$2.02M	Buy	+41,322	New	+$2.02M	0.86%	19
2018 Q2	–	Sell	-32,872	Closed	-$1.57M	–	304
2018 Q1	$1.57M	Buy	+32,872	New	+$1.58M	0.81%	21

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Management Professionals's SHM Position: Q4 2023 in Review

Financial Management Professionals sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 20,258 shares — an estimated $937K sold.

Financial Management Professionals first reported a position in SHM in Q1 2018 and held it in 11 quarters. The position peaked at $2.02M in Q1 2020. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Financial Management Professionals reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Financial Management Professionals sold 20,258 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $937K.
Financial Management Professionals first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 11 quarters.
Financial Management Professionals's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.02M in Q1 2020.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.